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Raymond James Financial
RJF

Overview Fund Activity

662 hedge funds and large institutions have $16.1B invested in Raymond James Financial in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+10
Holders Change %
+1.53%
% of All Funds
11.45%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
74
Increased
219
Reduced
242
Closed
58
Calls
$67.1M
Puts
$71.7M
Net Calls
-$4.67M
Net Calls Change
-$24.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$396M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$197M
3
American Century Companies
American Century Companies
Missouri
+$29.1M
4
AII
AGF Investments Inc
Ontario, Canada
+$23.3M
5
PAM
Panagora Asset Management
Massachusetts
+$22.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$199M
2
BlackRock
BlackRock
New York
-$75.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$64M
4
Charles Schwab
Charles Schwab
California
-$45M
5
Marshall Wace
Marshall Wace
United Kingdom
-$35.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
501
Cerity Partners
New York
$248K -$27.7K -280 -10%
NFG
502
Nations Financial Group
Iowa
$247K -$14.1K -143 -5%
HLOC
503
H.L. Ormond & Company
North Carolina
$247K – – –
SIC
504
Salem Investment Counselors
North Carolina
$244K – – –
CAM
505
Cresset Asset Management
Illinois
$241K +$241K +2,430 New
BCV
506
Banque Cantonale Vaudoise
Switzerland
$237K – – –
BL
507
Balentine LLC
Georgia
$235K -$266K -2,690 -53%
CI
508
Cigna Investments
Connecticut
$235K -$10.9K -110 -4%
AIP
509
Ameritas Investment Partners
Nebraska
$235K – – –
AP
510
Appleton Partners
Massachusetts
$227K – – –
SIA
511
Schechter Investment Advisors
Michigan
$227K +$227K +2,302 New
Rockefeller Capital Management
512
Rockefeller Capital Management
New York
$224K +$88K +893 +65%
AA
513
AlphaCentric Advisors
Puerto Rico
$224K +$224K +2,263 New
SWM
514
SeaCrest Wealth Management
New York
$221K +$65.7K +664 +42%
VF
515
Virtu Financial
New York
$221K +$221K +2,238 New
PWPS
516
Pinnacle Wealth Planning Services
Ohio
$221K +$221K +2,240 New
FBT
517
First Bank & Trust
South Dakota
$220K – – –
RCAG
518
Rehmann Capital Advisory Group
Michigan
$220K +$220K +2,226 New
AT
519
American Trust
Kentucky
$219K -$39.6K -443 -15%
YIA
520
YHB Investment Advisors
Connecticut
$218K +$218K +2,206 New
HFW
521
Horizon Family Wealth
Illinois
$218K +$218K +2,206 New
AIA
522
Arbor Investment Advisors
North Carolina
$216K +$216K +2,181 New
TAM
523
Trust Asset Management
Texas
$215K +$215K +2,173 New
PA
524
Profund Advisors
Maryland
$214K +$214K +2,164 New
5L
525
55I LLC
Massachusetts
$212K +$212K +2,146 New
19 20
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